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- Your choice
in a financial planning firm
- Your confidence
in referring friends, families, neighbors and colleagues to the
professionals at Fragasso Financial Advisors
- Your loyalty
to and respect for our firm
WHY?
Because everyone else is.
This year has brought with it an avalanche of accolades, both
locally and nationally, for Fragasso Financial Advisors. And, at this time
of thanksgiving, we could not be more overwhelmed with gratitude.
Although our hard work and ethical efforts to consistently provide
you with the best possible direction for your financial future is
recognized daily by our satisfied clients, it is nice to know others
recognize the inherent benefits of Fragasso Financial Advisors’s team,
experience and methodology.
It has been said that good things happen in threes. We couldn’t
agree more.
- In
May, Robert Fragasso was chosen as one of the top 10 most outstanding
investment professionals nationally by Registered Rep Magazine.
He was chosen for this honor from among more than 400,000 licensed
investment professionals. Selection criteria included integrity,
industry experience, unique practices and client retention rates.
According to Boston-based research firm, Cerulli Associates, this
year’s winners place among the top five percent of the industry.
Bob and the other 2004 recipients were acknowledged at a private
dinner on May 13, 2004 in the Boardroom of the New York Stock
Exchange.
- In
September, Robert Fragasso was chosen as one of the top 100 financial
advisors nationwide by The Dow Jones Business and Financial Weekly,
Barron’s.
He was chosen for this honor from among more than 3,000 financial
advisors. Selection criteria included integrity, professionalism
and a niche specialty for serving high-wealth individuals, defined
as people with $1-10 million or more to invest.
The 100 winners were recognized in the September 20th issue of
the publication in a special section titled, "Best Brokers."
- In
October, Fragasso Financial Advisors was selected as one of the 30 best
places to work, an award program orchestrated by the Pittsburgh
Business Times.
Selection criteria included nominations and the content of survey
responses from employees and management within the company. The
Fragasso Group won fourth place in its division (Small Companies)
and was featured in the Pittsburgh Business Times award
supplement in the October 8, 2004 issue of the paper. The Fragasso
Group was honored at an awards luncheon on October 7 at the Omni
William Penn in downtown Pittsburgh.
We appreciate your continued confidence in our firm. We strive
to be the best for you.
Have a wonderful Thanksgiving season!
The information provided is for informational
purposes only and is not to be construed as a recommendation. Consult
your financial advisor to determine what is appropriate for you.
Past performance is no guarantee of future results.
If you have any comments, questions or suggestions concerning this
electronic newsletter, please email us at fgi@fragassogroup.com.
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here if you do not want to continue receiving Fragasso Financial Advisors
eNews.
Visit Our Web site:
www.fragassogroup.com
A REGISTERED INVESTMENT ADVISOR
The Retirement Planning and Wealth Preservation Specialists Since
1972
610 Smithfield Street, Suite 400, Pittsburgh, PA 15222
Phone 412.227.3200, Fax 412.227.3210, Toll Free 1.800.900.4492
Securities offered through Linsco/Private Ledger (LPL)
Member FINRA/SIPC
©2004 The Fragasso Group, Inc., All Rights
Reserved
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